Kolinsky Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kolinsky Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$581K	Buy	6,571 +508	+8%	+$46.1K	0.35%	57
2024 Q3	$534K	Buy	6,063 +1,272	+27%	+$107K	0.35%	62
2024 Q2	$388K	Buy	4,791 +332	+7%	+$27K	0.28%	79
2024 Q1	$375K	Buy	4,459 +747	+20%	+$59.2K	0.29%	83
2023 Q4	$289K	Buy	3,712 +111	+3%	+$7.88K	0.25%	99
2023 Q3	$249K	Buy	3,601 +31	+0.9%	+$2.26K	0.25%	99
2023 Q2	$258K	Buy	3,570 +236	+7%	+$16.4K	0.25%	102
2023 Q1	$233K	Buy	3,334 +96	+3%	+$6.78K	0.25%	109
2022 Q4	$218K	Buy	+3,238	New	+$218K	0.25%	114
2022 Q3	–	Sell	-3,146	Closed	-$203K	–	125
2022 Q2	$203K	Buy	3,146 +84	+3%	+$5.98K	0.24%	115
2022 Q1	$239K	Buy	+3,062	New	+$236K	0.23%	112

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kolinsky Wealth Management's IWR Position: Q4 2024 in Review

Kolinsky Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.4% in Q4 2024, buying an estimated $46.1K and bringing the position to 6,571 shares worth $581K. The position accounts for 0.35% of the portfolio, ranked #57.

Kolinsky Wealth Management first reported a position in IWR in Q1 2022 and has held it in 11 quarters since. 1,413 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Kolinsky Wealth Management held 6,571 shares of iShares Russell Mid-Cap ETF worth $581K as of Q4 2024.
Kolinsky Wealth Management bought 508 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $46.1K.
iShares Russell Mid-Cap ETF made up 0.35% of Kolinsky Wealth Management's portfolio in Q4 2024, its #57 holding.
Kolinsky Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
1,413 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.